There are some banks that ask for additional steps when your client is attempting to connect. To see what your client may experience and assist them, below are some of the extra steps we see a few banks may require.
Step 1: The bank displays a message indicating that selecting ALL the options are necessary after entering credentials.
Step 2: After entering credentials, the Bank prompts the client to Select Accounts & Check Off BOTH options at the bottom to share and Continue.
Step 3: The Bank shows a prompt to Agree to Terms & Conditions and then the client must click Connect Account Information.
Step 4: The Bank prompts a final Review and clients must click Allow or Continue.
Step 5: The Prospect is now Reverted Back to their Portal and will see the Connect Button turned to "Connected".
If you have further questions, please contact our chat support team.